# Roofers Local No 20 Pension Plan DB Plan
Source: https://planprovider.pro/companies/roofers-local-no-20-pension-plan-436142370-002

> Roofers Local No 20 Pension Plan's DB plan: 540 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Roofers Local No 20 Pension Plan

- **Sponsor EIN:** 436142370

- **Sponsor Address:** 6321 BLUE RIDGE BLVD, RAYTOWN, MO, 641334809

- **Plan Type:** DB

- **Plan Number:** 002

- **Total Participants:** 540

- **Total Assets:** $110.5M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|540|$110.5M|$4.4M|$0|

| 2023|540|$104.9M|$0|$4.1M|

| 2022|504|$96.2M|$4.4M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| BANK OF LABOR|Custodian / Trustee|$103,575|—|$103,575|

| MORGAN STANLEY SMITH BARNEY|Investment Advisor|$100,226|—|$100,226|

| FIDUCIARY MANAGEMENT|Investment Advisor|$94,802|—|$94,802|

| HARDING LOEVNER|Investment Advisor|$74,229|—|$74,229|

| ARISTOTLE|Investment Advisor|$57,418|—|$57,418|

| LONGFELLOW MANAGEMENT|Investment Advisor|$57,339|—|$57,339|

| FINANCIAL COUNSELORS INC|Investment Advisor|$47,929|—|$47,929|

| ARCHER INVESTMENT MANAGEMENT|Investment Advisor|$40,222|—|$40,222|

| HORIZON ACTUARIAL LLC|Actuary|$32,357|—|$32,357|

| ACCOUNTING SOLUTIONS|Auditor|$20,500|—|$20,500|

| BLAKE & UHLIG|ERISA Attorney|$17,203|—|$17,203|

### Verified Provider Profiles

Direct links to verified profiles of matched retirement plan providers on PlanProvider.Pro:

- [HARDING LOEVNER](https://planprovider.pro/provider/harding-loevner-lp) — Investment Advisor

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $645,800

- **Estimated Expense Ratio:** 0.585% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$895,699|$472,166|—|$20,500|—|

| 2023|$889,157|$426,786|—|$20,500|—|

| 2022|$851,597|$391,721|—|—|$253,546|

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